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Taurus Nifty 50 Index Fund - Direct (G)

Index Fund
Invest Now

  • NAV

    47.39(-0.76%)

  • Fund Size (CR)

    ₹4.81

  • Expense Ratio

    0.67

  • Scheme Type

    Passive Fund

  • Value Research

  • Min. investment

    ₹500

  • Minimum Additional Investment

    ₹500

  • Minimum SIP Investment

    ₹500

  • Minimum Withdrawal

    ₹0

  • Exit Load 1% - If exited on or before 365 days. Nil - If exited after 365 days.

    1%

  • Return Since Launch

    12.54%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: -1.04%
Annualized Return: 0% Absolute Return: Total return generated by your investment irrespective of the time frame.

Annualised return: Return generated by your investment every year.

Basic Details

Scheme Manager

Anuj Kapil

Bench Mark

Nifty 50 TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 18 March 202510360.883.61%-2.47%353/1068
1 Month25 February 202510486.794.87%-2.93%327/1044
3 Month24 December 20249980.63-0.19%--3.22%489/998
6 Month25 September 20249113.13-8.87%--6.38%505/860
1 Year22 March 202410725.477.25%7.25%7.57%523/728
3 Year25 March 202213985.3339.85%11.82%12.55%210/294
5 Year25 March 202028964.62189.65%23.69%24.72%67/110
Since Inception3 January 201342410.95324.11%12.54%6.94%286/1073

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 April 20241,20,000118547.09-1.21% -1.21%
3 Year1 April 20223,60,000424438.0417.90% 5.64%
5 Year1 April 20206,00,000851493.9441.92% 7.25%
10 Year1 April 201512,00,0002397175.7599.76% 7.16%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.73%

Standard Deviation

0.98%

Beta

0.30%

Sharpe Ratio

-0.02%

Treynor's Ratio

-0.84%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
HDFC Bank13.19%36620.63EquityBanks
ICICI Bank8.51%33980.41EquityBanks
Reliance Industr8.16%32690.39EquityRefineries
Infosys6.09%17350.29EquityIT - Software
Bharti Airtel4.22%12920.20EquityTelecomm-Service
Larsen & Toubro3.73%5670.18EquityInfrastructure Developers & Operators
ITC3.68%44770.18EquityTobacco Products
TCS3.56%4920.17EquityIT - Software
Axis Bank2.90%13730.14EquityBanks
Kotak Mah. Bank2.80%7070.13EquityBanks

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Taurus Nifty 50 Index Fund - Direct (G)
4.814.87%-0.19%-8.87%7.25%11.82%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G)
37.686.40%4.77%-5.34%18.26%-
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (IDCW)
37.686.40%4.77%-5.34%18.26%-
Edelweiss MSCI I D & W H 45 Index Fund-Dir(G)
151.993.87%-0.01%-3.87%16.05%16.56%
Edelweiss MSCI I D & W H 45 Index Fund-Dir(IDCW)
151.993.87%-0.01%-3.87%16.05%16.56%
Motilal Oswal BSE Financials ex Bank 30 Index Fund-Dir (G)
16.977.72%4.87%-6.22%15.14%-

List of Schemes under Taurus Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Taurus Large Cap FundEquityVery High5.29%1₹44.07
Taurus Mid Cap FundEquityVery High0.78%1₹105.98
Taurus Banking & Financial Services FundEquityVery High9.72%2₹10.24
Taurus Ethical FundEquityVery High5.33%0₹251.45
Taurus Infrastructure FundEquityVery High3.88%1₹7.92
Taurus ELSS Tax Saver FundEquityVery High11.19%4₹72.17
Taurus Nifty 50 Index FundOtherVery High7.25%0₹4.81
Taurus Flexi Cap FundEquityVery High4.75%2₹320.80

News

There are no new Updates!

Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹4.81

Taurus Nifty 50 Index Fund - Direct (G) is an Index Fund-oriented fund from the renowned AMC, Taurus Mutual Fund. Launched in 1 January 2013, this fund is managed by Anuj Kapil. With assets under management (AUM) worth ₹4.81 (Cr), as of 26 March 2025, Taurus Nifty 50 Index Fund - Direct (G) is categorized as a Index Fund within its segment. The fund has generated a return of 12.54% since its launch.
The current NAV of Taurus Nifty 50 Index Fund - Direct (G) is ₹47.39, as on 26 March 2025. The fund's benchmark index is Nifty 50 TRI. You can invest in Taurus Nifty 50 Index Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1% - If exited on or before 365 days. Nil - If exited after 365 days. The fund has generated 11.82% and 23.69% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.26% in Equity, 0.74% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 30.70% in Banks, 13.06% in IT-Software, 8.62% in Petroleum Products, 7.14% in Automobiles, 5.62% in Diversified FMCG

FAQs

How to Invest in Taurus Nifty 50 Index Fund - Direct (G) Direct Growth?

Taurus Nifty 50 Index Fund - Direct (G) is a popular fund in the Index Fund segment. The fund has generated a return of 12.54% since inception. Looking to invest in Taurus Nifty 50 Index Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Taurus Nifty 50 Index Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Taurus Nifty 50 Index Fund - Direct (G)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Taurus Nifty 50 Index Fund - Direct (G) today and reap the benefits of this Index Fund fund!

How much returns has Taurus Nifty 50 Index Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Taurus Nifty 50 Index Fund - Direct (G) has generated annualised return of 7.25%. In the long-term, the fund has generated 11.82% and 23.69% in 3 and 5 years respectively. Since its inception, the fund has generated 12.54% returns.

What is the expense ratio of Taurus Nifty 50 Index Fund - Direct (G) Direct Growth?

The expense ratio of Taurus Nifty 50 Index Fund - Direct (G) Direct Growth is 0.67%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Taurus Nifty 50 Index Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Taurus Nifty 50 Index Fund - Direct (G) is ₹4.81 (Cr) as of 2025-03-26 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Taurus Nifty 50 Index Fund - Direct (G) Direct Growth?

Redeeming or selling units of Taurus Nifty 50 Index Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from Taurus Nifty 50 Index Fund - Direct (G):
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case Taurus Nifty 50 Index Fund - Direct (G)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.